ACM

Aljian Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 30.13%
This Quarter Est. Return
1 Year Est. Return
+30.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$421M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$986K
3
+$602K
4
NET icon
Cloudflare
NET
+$590K
5
ORCL icon
Oracle
ORCL
+$533K

Top Sells

1
+$1.73M
2
+$974K
3
+$733K
4
AAPL icon
Apple
AAPL
+$624K
5
PFE icon
Pfizer
PFE
+$289K

Sector Composition

1 Technology 33.49%
2 Consumer Discretionary 15.36%
3 Consumer Staples 15.1%
4 Communication Services 14.39%
5 Healthcare 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.5%
50,078
-506
27
$2.02M 0.48%
6,466
-17
28
$1.97M 0.47%
20,066
-80
29
$1.96M 0.46%
5,931
+10
30
$1.87M 0.45%
3,252
+105
31
$1.85M 0.44%
5,944
-102
32
$1.8M 0.43%
12,888
+195
33
$1.73M 0.41%
8,271
+523
34
$1.72M 0.41%
24,259
-57
35
$1.67M 0.4%
10,904
+41
36
$1.65M 0.39%
3,019
-11
37
$1.53M 0.36%
10,390
38
$1.53M 0.36%
8,997
-26
39
$1.47M 0.35%
12,355
+161
40
$1.4M 0.33%
6,703
-18
41
$1.35M 0.32%
8,535
-4
42
$1.27M 0.3%
20,866
+4,745
43
$1.25M 0.3%
17,114
+635
44
$1.23M 0.29%
12,490
+272
45
$1.2M 0.29%
4,239
+536
46
$1.17M 0.28%
4,317
+1,015
47
$1.17M 0.28%
3,827
+620
48
$1.15M 0.27%
5,724
+365
49
$1.11M 0.26%
4,176
+7
50
$1.08M 0.26%
9,608
+5,240
1
2
3 4 5